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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,478 | $96,508-17.6% | $75,901+4.7% | $152,897-48.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 1.00% | 33.99%-33.0pp | 30.76%-29.8pp | 345.43%-344.4pp |
| Employer contribution / active EE | $22,737 | $3,310+586.9% | $2,501+809.2% | $4,764+377.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |